United Parcel Service, Inc. Class B (UPS)

Over the past six months, UPS stock has experienced a decline. As of June 27, 2025, the share price was $101.18, representing a 26.07% decrease over the past year. UPS has been undergoing a strategic shift to reduce lower-margin Amazon deliveries, aiming to enhance profitability. Lingering macroeconomic and trade risks could directly impact UPS by raising costs for customers and potentially reducing shipping volumes. The management is actively restructuring, closing 73 facilities, and laying off 20,000 employees to achieve savings of $3.5 billion. Market participants are closely following UPS's financial results. The Zacks Consensus EPS estimate has moved 0.16% lower within the past month. UPS has underperformed the market in the last year.

Demand for UPS's products and services exhibits clear seasonality, primarily driven by holiday shopping periods. UPS applies Demand Surcharges during periods of increased demand. The winter peak-season period has been extended, with the most recent period running from September 29, 2024, to January 18, 2025. Demand Surcharges can apply to packages requiring special processing due to dimensions, weight, or packaging. The timing of holidays, such as Thanksgiving, can condense the shipping season. UPS anticipates encountering its highest network volume on specific days during the peak season. The Golden Week holiday in China Mainland can impact international shipping. UPS's major customers often tighten their forecasts closer to the holiday season.

United Parcel Service, Inc. (UPS) is an American multinational shipping, receiving, and supply chain management company founded in 1907. It operates primarily in the industrials sector, specifically within the transportation industry group. UPS is recognized as one of the world's largest shipping couriers and a Fortune 500 company. UPS's core business revolves around the time-definite delivery of packages and documents globally. Its major products and services include courier express services, freight forwarding services, logistics services, retail services through The UPS Store, and other business units like UPS Capital and UPS Mail Innovations/UPS SurePost.

UPS has a vast global footprint, serving more than 220 countries and territories worldwide. The company's operations are segmented into U.S. Domestic Package, International Package, and Supply Chain & Freight operations. UPS has major air hubs in the U.S., Germany, China, Hong Kong, Canada, and Florida. The company has also expanded its express services footprint by adding new postal codes in various regions, including 14 European countries, Asia, the Americas, the Indian Sub-continent, and new markets in the Middle East and Africa. UPS Healthcare has 217 facilities with over 1.5 million square meters of compliant healthcare distribution space across 37 countries and territories.

In the past year, UPS has maintained a strong brand reputation, receiving several notable recognitions and awards. UPS was ranked No. 1 in the trust category and No. 9 overall in the 2024 Axios Harris Poll 100. Morning Consult ranked UPS No. 2 on its 2024 Most Trusted Brands list for the U.S. and No. 3 in 2025. Caliber's survey found UPS to have one of the best corporate reputations among the biggest listed companies in the United States in 2024. Fortune again named UPS to its World's Most Admired Companies list, ranking No. 35. UPS and The UPS Store were listed on USA Today's America's Best Customer Service list. UPS received the Best Logistics Service Provider – Express award at the 2024 AFLAS Awards. UPS was named to Newsweek's America's Greatest Workplaces for Black Americans and America's Greatest Workplaces for Inclusion & Diversity lists. UPS was named on the 2025 U.S. CIO100 list for its Gateway Technology Automation Platform (GTAP) project. UPS was recognized as one of the 50 most community-minded companies in the U.S. for the eleventh time.

The ownership structure of UPS stock is a mix of institutional, retail, and individual investors. Major institutional owners include The Vanguard Group Inc., BlackRock, Inc., State Street Corp, Charles Schwab Investment Management Inc, Geode Capital Management, Llc, Fmr Llc, and Jpmorgan Chase & Co. Retired CEO David Abney holds the largest insider stake at UPS. Public companies and individual investors collectively own a significant portion of UPS stock.